Phase Line Capital, LLC logo

Phase Line Capital, LLC

Updated today

Client assets under management

$47,934,000

Clients

141

16% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

47

Typical

Average account size

$339,957

About

Phase Line Capital, LLC provides discretionary portfolio management and standalone financial planning to individuals (including high-net-worth individuals), trusts, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm serves about 141 clients through a three-advisor team and manages roughly $52 million in client assets.

Investment advice is tailored to each client's objectives and delivered primarily through discretionary accounts, with non-discretionary services available on a limited basis; the firm may also hire sub‑advisers and use third‑party model portfolios to implement client strategies. Its methods include technical and fundamental analysis, modern portfolio theory, long- and short-term trading approaches, and active cash management, with periodic account reviews and attention to tax considerations.

What is distinctive is the firm’s explicit use of derivatives — including options and option‑writing strategies — as part of separately managed accounts, and its willingness to employ margin, structured products, alternative investments, and other complex instruments when appropriate. Advisors are also registered representatives of an affiliated broker‑dealer and licensed insurance agents, a business structure that the brochure discloses can affect how certain products are recommended.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies

Fee options

Fixed

Fixed fees for financial planning services ranging from $2,500 to $10,000, negotiable based on complexity and scope.

Percentage

$0+: 0.30% +: 1.25%

Commissions

Commissions on securities and insurance products through Purshe Kaplan Sterling Investments; clients not charged advisory fees on structured products with commissions paid; commissions earned on variable annuities and insurance products.

Main office location

Phase Line Capital, LLC

4401 Northside Pkwy, Nw, Suite 285

Atlanta GA 30327, United States

Number of offices

1

Most active in

Georgia · North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eric R

Series 66

Atlanta, GA

Phase Line Capital, LLC

Eric Ruthman is a financial advisor with Phase Line Capital, LLC in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, LPL Financial LLC, Edward Jones, and service in the U.S. Army from 2007 to 2019. He is a managing partner at Phase Line Capital. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a range of investment products, including derivatives, and maintains a small ownership structure with advisors who have military backgrounds.

Options & derivatives strategies
user avatar

Bryson S

Series 66

Atlanta, GA

Phase Line Capital, LLC

Bryson Sisson is a financial advisor at Phase Line Capital, LLC in Atlanta, GA, holding the Series 66 designation and with one year of industry experience. Prior to joining Phase Line Capital, he held roles at Purshe Kaplan Sterling, Nike, and the University of Georgia. He is also currently affiliated with the University of Georgia. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients by offering discretionary portfolio management and financial planning. The firm employs model portfolios, sub-advisers, and a diverse investment toolkit, including derivatives, to tailor advice to client objectives and risk tolerances.

Options & derivatives strategies
user avatar

Michael R

Series 66

Atlanta, GA

Phase Line Capital, LLC

Michael Rudio is a financial advisor and partner at Phase Line Capital, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, LPL Financial, and Edward Jones. Outside of his advisory role, he serves as a Major and Intelligence Officer in the Georgia Army National Guard and provides business consultation for a genomic sequencing firm. Phase Line Capital serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary portfolio management and financial planning. The firm uses model portfolios, sub-advisers, and a variety of investment vehicles, including derivatives, to tailor advice based on client objectives and risk tolerances.

Options & derivatives strategies
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